Reichard Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$290,322,306
Clients
109
Advisors
3
of 4 employees
About
Reichard Capital provides advisory services to individuals (including high-net-worth clients), trusts, estates, corporations, charitable organizations and other advisers, offering discretionary portfolio management, financial planning, and consulting for 529 college savings plans. The firm also acts as a sub‑adviser intermediary, recommending and implementing allocations to independent third‑party managers when appropriate.
The firm develops individualized investment policy statements through client interviews and pursues portfolios primarily composed of no‑load mutual funds and ETFs, using fundamental analysis and asset‑allocation strategies. Reichard Capital conducts due diligence on selected third‑party managers and continuously monitors their performance and holdings, retaining the ability to remove or replace those managers and reallocate client assets without prior client consent.
Distinctive features include managing approximately $341,048,577 in assets (the vast majority on a discretionary basis) with a small advisory team, producing a relatively high assets‑per‑advisor ratio, and not imposing a firmwide account minimum. The firm waives standalone financial planning fees for clients who engage its portfolio management services, provides semi‑annual performance reporting, and, unlike many peers, does not vote client proxies (clients retain proxy voting responsibility).
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.65% annually $10,000,000 - $30,000,000: 0.50% annually $30,000,000 - $50,000,000: 0.35% annually $50,000,000 - $60,000,000: 0.25% annually $60,000,000+: 0.15% annually
$90.00 to $500.00 per hour
Main office
200 South College Street, Suite 1530
Charlotte NC 28202
Advisors at this office
3
Most active in
Nebraska · North Carolina · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Joshua R
Series 65
Charlotte, NC
Reichard Capital, LLC
Joshua Reichard is a financial advisor at Reichard Capital, LLC in Charlotte, NC, holding a Series 65 designation with six years of industry experience. Prior to founding Reichard Capital in 2019, he was self-employed and worked with NTELX, Inc., a government contractor. Outside of his advisory role, he has provided independent accounting and bookkeeping consulting services to various businesses. Reichard Capital serves individuals, including high-net-worth clients, as well as trusts, estates, corporations, and charitable organizations. The firm focuses on portfolio management, financial planning, and consulting for 529 college savings plans, typically using no-load mutual funds and ETFs along with fundamental analysis and asset allocation principles.
Rachel M
Series 65
Charlotte, NC
Reichard Capital, LLC
Rachel Marthinsen is a financial advisor at Reichard Capital, LLC in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Reichard Capital, she worked at Ernst & Young LLC for three years and held various roles at the University of North Carolina Wilmington from 2017 to 2023. Reichard Capital provides advisory services to individuals, trusts, estates, corporations, charitable organizations, and other advisers, offering discretionary portfolio management, financial planning, and consulting for 529 college savings plans. The firm focuses on fundamental analysis and asset-allocation strategies, utilizing no-load mutual funds and ETFs, and manages approximately $341 million in assets with a small advisory team.
James R
PFS™, Series 65
Charlotte, NC
Reichard Capital, LLC
James Reichard is a financial advisor at Reichard Capital, LLC in Charlotte, NC, holding the PFS™ designation and Series 65 license with 16 years of industry experience. Prior to founding Reichard Capital in 2019, he worked at Greer & Walker LLP for 31 years. Reichard Capital serves individuals, trusts, estates, corporations, and charitable organizations, providing portfolio management, financial planning, 529 college savings plan consulting, and sub-advisory services. The firm manages over $330 million in assets, primarily on a discretionary basis, and emphasizes portfolio construction using no-load mutual funds, ETFs, and independent third-party managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)